DoubleLine Yield Opportunities Fund
DLY- Exchange
- NYSE
- SEC CIK
- 0001788399
In the last 90 days, DoubleLine Yield Opportunities Fund insiders filed 1 open-market purchase and 0 sales; 89 institutions reported holding it in 13F filings for Q2 2026, worth $187.3M in total; no superinvestor holds it.
13F holders, Q4 2024
Institutional positions in DoubleLine Yield Opportunities Fund as of Dec 31, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 82
- +8 vs. Q3 2024
- Shares held
- 9.12M
- −318.6K (−3.4%) vs. Q3 2024
- Total value
- $144.4M
- −$2.17M (−1.5%) vs. Q3 2024
- New holders
- 17
- 32 more added
- Sold out
- 9
- 17 more reduced
3 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting DLY on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 89 | $187.3M |
| Q1 2026 | 95 | $191.4M |
| Q4 2025 | 100 | $191.9M |
| Q3 2025 | 91 | $167.3M |
| Q2 2025 | 80 | $162.1M |
| Q1 2025 | 73 | $166.0M |
| Q4 2024 | 82 | $144.4M |
| Q3 2024 | 77 | $149.7M |
| Q2 2024 | 74 | $151.0M |
| Q1 2024 | 78 | $157.0M |
| Q4 2023 | 73 | $147.5M |
| Q3 2023 | 63 | $154.9M |
| Q2 2023 | 52 | $162.7M |
| Q1 2023 | 54 | $165.1M |
| Q4 2022 | 58 | $158.2M |
| Q3 2022 | 54 | $159.6M |
| Q2 2022 | 57 | $176.0M |
| Q1 2022 | 52 | $204.4M |
| Q4 2021 | 50 | $223.2M |
| Q3 2021 | 39 | $199.6M |
| Q2 2021 | 38 | $194.8M |
| Q1 2021 | 36 | $167.4M |
Institutions, Q4 2024
Shares, value and share of portfolio for each institution holding DoubleLine Yield Opportunities Fund; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 2,081,349 | $32.9M | 0.00% | −83,346−3.9% | Reduced |
| Wells Fargo & Company | 1,877,505 | $29.7M | 0.01% | +270,439+16.8% | Added |
| UBS Group AG | 1,131,082 | $17.9M | 0.00% | +11,214+1.0% | Added |
| Royal Bank of Canada | 515,209 | $8.16M | 0.00% | −164,520−24.2% | Reduced |
| HighTower Advisors, LLC | 455,785 | $7.22M | 0.01% | +8,480+1.9% | Added |
| Raymond James Financial Inc | 265,037 | $4.20M | 0.00% | +265,037 | New |
| Independent Financial Group, LLC | 235,054 | $3.72M | 0.12% | −26,102−10.0% | Reduced |
| Captrust Financial Advisors | 196,171 | $3.11M | 0.01% | +3,500+1.8% | Added |
| Pensionmark Financial Group, LLC | 175,370 | $2.78M | 0.08% | +26,240+17.6% | Added |
| Cohen & Steers, Inc. | 175,007 | $2.77M | 0.01% | −76,000−30.3% | Reduced |
| Bank of America Corp | 174,347 | $2.76M | 0.00% | −25,879−12.9% | Reduced |
| Consolidated Portfolio Review Corp | 172,734 | $2.73M | 0.43% | +399+0.2% | Added |
| Creekside Partners | 114,700 | $1.82M | 0.94% | +1,481+1.3% | Added |
| Maridea Wealth Management LLC | 99,233 | $1.57M | 0.51% | +99,233 | New |
| Wedbush Securities Inc | 98,195 | $1.55M | 0.06% | +2,467+2.6% | Added |
| Evoke Wealth, LLC | 92,685 | $1.47M | 0.04% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 78,117 | $1.24M | 0.01% | +15,045+23.9% | Added |
| Stifel Financial Corp | 75,508 | $1.20M | 0.00% | −14,116−15.8% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 74,414 | $1.18M | 0.05% | +640+0.9% | Added |
| LPL Financial LLC | 70,216 | $1.11M | 0.00% | +2,562+3.8% | Added |
| Schwarz Dygos Wheeler Investment Advisors LLC | 62,212 | $984.8K | 0.24% | +12,607+25.4% | Added |
| Advisory Services Network, LLC | 60,307 | $954.7K | 0.02% | +45,492+307.1% | Added |
| Citadel Advisors LLC | 50,762 | $803.6K | 0.00% | +50,762 | New |
| Rockefeller Capital Management L.P. | 49,058 | $776.6K | 0.00% | −4,993−9.2% | Reduced |
| Advisor Group Holdings, Inc. | 43,153 | $683.1K | 0.00% | +3,726+9.5% | Added |
| Invesco Ltd. | 40,670 | $643.8K | 0.00% | +22,111+119.1% | Added |
| Walled Lake Planning & Wealth Management, LLC | 40,142 | $635.4K | 0.24% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 37,610 | $595.4K | 0.20% | −567,647−93.8% | Reduced |
| Journey Strategic Wealth LLC | 32,296 | $511.2K | 0.02% | +5,683+21.4% | Added |
| GWM Advisors LLC | 29,650 | $469.4K | 0.00% | +14,200+91.9% | Added |
| Gridiron Partners, LLC | 27,066 | $428.5K | 0.27% | 00.0% | Unchanged |
| Summit X, LLC | 26,445 | $418.6K | 0.09% | −1,080−3.9% | Reduced |
| Cetera Investment Advisers | 23,279 | $368.5K | 0.00% | −284−1.2% | Reduced |
| Moors & Cabot, Inc. | 22,800 | $360.9K | 0.02% | 00.0% | Unchanged |
| Shaker Financial Services, LLC | 20,884 | $330.6K | 0.13% | +20,884 | New |
| Private Advisor Group, LLC | 20,868 | $330.3K | 0.00% | +4,177+25.0% | Added |
| Aviance Capital Partners, LLC | 20,735 | $328.2K | 0.05% | +1,650+8.6% | Added |
| National Asset Management, Inc. | 20,337 | $321.9K | 0.01% | +3,201+18.7% | Added |
| Allie Family Office LLC | 20,000 | $316.6K | 0.18% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 19,450 | $307.9K | 0.00% | +8,050+70.6% | Added |
| Virtu Financial LLC | 18,482 | $293.0K | 0.02% | +18,482 | New |
| Envestnet Asset Management Inc | 17,404 | $275.5K | 0.00% | +2,227+14.7% | Added |
| Wealthcare Advisory Partners LLC | 17,330 | $274.3K | 0.01% | +615+3.7% | Added |
| First Trust Advisors LP | 17,017 | $269.4K | 0.00% | +102+0.6% | Added |
| Comerica Bank | 15,365 | $243.2K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 13,775 | $224.9K | 0.01% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 14,000 | $221.6K | 0.01% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 13,932 | $220.5K | 0.07% | +950+7.3% | Added |
| Catalina Capital Group, LLC | 13,545 | $214.4K | 0.07% | 00.0% | Unchanged |
| Optimum Investment Advisors | 13,292 | $210.4K | 0.09% | −2,393−15.3% | Reduced |
| Integrated Wealth Concepts LLC | 13,220 | $209.3K | 0.00% | −200−1.5% | Reduced |
| Westend Capital Management, LLC | 12,311 | $194.9K | 0.06% | +5,434+79.0% | Added |
| Commonwealth Equity Services, LLC | 11,610 | $184.0K | 0.00% | −269−2.3% | Reduced |
| HRT Financial LP | 11,458 | $181.0K | 0.00% | +11,458 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 10,665 | $168.8K | 0.03% | −188−1.7% | Reduced |
| MPWM Advisory Solutions, LLC | 10,621 | $168.1K | 0.12% | +10,621 | New |
| Cambridge Investment Research Advisors, Inc. | 10,453 | $165.0K | 0.00% | +10,453 | New |
| CIBC Private Wealth Group, LLC | 9,459 | $150.1K | 0.00% | −910−8.8% | Reduced |
| Redwood Park Advisors LLC | 7,659 | $121.2K | 0.10% | +7,659 | New |
| Activest Wealth Management | 7,652 | $121.1K | 0.03% | 00.0% | Unchanged |
| Elequin Capital LP | 5,208 | $82.4K | 0.01% | +5,208 | New |
| Lindbrook Capital, LLC | 4,100 | $64.9K | 0.01% | +1,500+57.7% | Added |
| Tidemark, LLC | 3,942 | $62.4K | 0.02% | +5+0.1% | Added |
| Harbour Investments, Inc. | 3,894 | $61.6K | 0.00% | +3,308+564.5% | Added |
| Fourth Dimension Wealth, LLC | 3,100 | $49.1K | 0.03% | +3,100 | New |
| Larson Financial Group LLC | 2,167 | $34.3K | 0.00% | −196−8.3% | Reduced |
| Asset Dedication, LLC | 1,944 | $30.8K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 1,336 | $21.2K | 0.00% | +29+2.2% | Added |
| FSA Wealth Management LLC | 1,083 | $17.1K | 0.01% | −500−31.6% | Reduced |
| Glass Jacobson Investment Advisors llc | 1,045 | $16.5K | 0.01% | +590+129.7% | Added |
| Sunbelt Securities, Inc. | 1,000 | $15.8K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 875 | $13.9K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 850 | $13.5K | 0.00% | +850 | New |
| St Germain D J Co Inc | 680 | $10.8K | 0.00% | +680 | New |
| Kestra Investment Management, LLC | 610 | $9.65K | 0.00% | +610 | New |
| Hollencrest Capital Management | 609 | $9.63K | 0.00% | +609 | New |
| Moisand Fitzgerald Tamayo, LLC | 500 | $7.92K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 450 | $7.12K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 385 | $6.12K | 0.00% | 00.0% | Unchanged |
| Lee Danner & Bass Inc | 150 | $2.38K | 0.00% | +150 | New |
| Global Retirement Partners, LLC | 73 | $1.15K | 0.00% | +2+2.8% | Added |
| Synergy Financial Management, LLC | 38 | $630 | 0.00% | +38 | New |
| Ieq Capital, LLC | 0 | $0 | 0.00% | −304,283−100.0% | Sold out |
| LM Advisors LLC | 0 | $0 | 0.00% | −12,517−100.0% | Sold out |
| Empirical Asset Management, LLC | 0 | $0 | 0.00% | −11,079−100.0% | Sold out |
| CWM, LLC | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Jaffetilchin Investment Partners, LLC | 0 | $0 | 0.00% | −1,573−100.0% | Sold out |
| Jamison Private Wealth Management, Inc. | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Fifth Third Bancorp | 0 | $0 | 0.00% | −436−100.0% | Sold out |
| Parallel Advisors, LLC | 0 | $0 | 0.00% | −26−100.0% | Sold out |
| FMR LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Raymond James Financial Services Advisors, Inc. | – | – | – | – | Not filed |
| Raymond James & Associates | – | – | – | – | Not filed |
| FinTrust Capital Advisors, LLC | – | – | – | – | Not filed |